Client Portal

 
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When you have Vision Financial manage your money, your money is "custodied" (lives at) TD Ameritrade, a top 3 custodian servicing over 4000 Registered Investment Advisors. Having your investments at Ameritrade means your portfolio benefits from cutting-edge technology, outstanding client service, and seamless account integration.

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VFC is proud to offer world class financial planning software to all of our clients. The following link will take you to the financial plan, client dashboard, and document vault.